Stock Research

Wall Street was set for a stronger start on Monday as investors welcomed signs that Washington and Tehran were stepping back from a fresh round of military escalation. Nasdaq 100 futures led the move, helped by lower oil-risk fears and a better tone across growth stocks. Still, the rebound is not clean as traders are… Continue reading Nasdaq futures surge 320 points: 5 things to know before Wall Street opens

Micron stock (NASDAQ: MU) is back in focus after South Korea unveiled a massive semiconductor expansion led by Samsung Electronics and SK Hynix. For now, the plan is less a direct threat to Micron than a validation of the theme behind its rally: AI memory has become scarce, valuable and strategically important. But the harder… Continue reading Micron stock: is Korea’s $518B chip blitz a warning for MU investors?

SpaceX stock (NASDAQ: SPCX) has had a wild first few weeks as a public company. The shares, priced at $135 in the company’s record June 12 IPO, surged to an intraday high of $225.64 by June 16, and then slid to around $153 by June 27. That is a drop of roughly 32% from the… Continue reading Is SpaceX stock a bargain after its 32% post-IPO drop?

European equities traded little changed on Monday as gains in technology stocks helped offset broader market caution. Investors continued to assess the outlook for a fragile ceasefire in the Middle East after the United States and Iran agreed to halt their latest round of hostilities. The pan-European STOXX 600 index remained broadly unchanged at 636.13… Continue reading European shares hold steady as tech stocks gain amid Middle East ceasefire hopes

Samsung Electronics and SK Hynix fell on Monday even as South Korea prepared to unveil one of the biggest AI and chip investment drives in its history. That is the irony worrying investors. A spending plan that could reach as much as 2,000 trillion won, or about $1.3 trillion, would normally look bullish for the… Continue reading Why Samsung and SK Hynix stock are falling today

The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy. But this week, investors were confronted with a less discussed consequence of the AI race: higher prices. Apple and Microsoft both announced product price increases on Thursday, citing soaring costs for memory… Continue reading Apple and Microsoft hike prices due to memory: is AI becoming an inflation machine?

A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade. After an explosive run-up in semiconductor and model‑development stocks from Seoul to Silicon Valley, several of Beijing’s money managers now argue the rally has detached from fundamentals – and that… Continue reading Why China’s top money managers believe the AI bubble is about to pop

The Dow Jones Industrial Average and the broader US stock market closed lower on Friday as investors continued rotating out of technology and semiconductor stocks while shifting into more defensive sectors such as healthcare, consumer staples, and utilities. The S&P 500 slipped 0.27% to close at 7,337.68, while the Nasdaq Composite fell 0.48% to 25,236.88.… Continue reading Dow ends lower as AI selloff drags Nasdaq, defensive stocks gain

Apple Inc. (AAPL) shares have come under pressure after the company raised prices on several MacBook and iPad models. But some Wall Street analysts believe the pullback could present a buying opportunity as the company leverages its pricing power and loyal customer base. Apple stock fell 6.1% on Thursday after the company announced price increases… Continue reading Apple stock gains on Friday as Wall Street sees buying opportunity